We are live on ! Find out more
CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
+6.5%
1 Year Est. Return
+20.62%
3 Year Est. Return
+88.19%
5 Year Est. Return
+111.32%
10 Year Est. Return
+389.71%
AUM
$58.4B
AUM Growth
+$2.43B
Cap. Flow
-$178M
Cap. Flow %
-0.31%
Top 10 Hldgs %
28.91%
Holding
3,347
New
284
Increased
1,135
Reduced
913
Closed
264

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$229M
2
DXCM icon
DexCom
DXCM
+$182M
3
PGR icon
Progressive
PGR
+$180M
4
META icon
Meta Platforms (Facebook)
META
+$133M
5
MDLZ icon
Mondelez International
MDLZ
+$119M

Top Sells

Rank Stock Value
1
CSCO icon
Cisco
CSCO
+$314M
2
PEP icon
PepsiCo
PEP
+$233M
3
ELV icon
Elevance Health
ELV
+$194M
4
CRM icon
Salesforce
CRM
+$194M
5
BRO icon
Brown & Brown
BRO
+$132M

Sector Composition

Rank Sector Weight
1 Technology 27.58%
2 Financials 12.32%
3 Healthcare 10.12%
4 Industrials 9.33%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSTR icon
2601
Foster
FSTR
$431M
$4.23K ﹤0.01%
157
– –
HYEM icon
2602
VanEck Emerging Markets High Yield Bond ETF
HYEM
$523M
$4.21K ﹤0.01%
210
– –
FOXF icon
2603
Fox Factory Holding Corp
FOXF
$747M
$4.2K ﹤0.01%
173
– –
DJCO icon
2604
Daily Journal
DJCO
$819M
$4.19K ﹤0.01%
+9
New +$3.9K
JANX icon
2605
Janux Therapeutics
JANX
$950M
$4.18K ﹤0.01%
171
– –
FJP icon
2606
First Trust Japan AlphaDEX Fund
FJP
$250M
$4.17K ﹤0.01%
64
– –
FROG icon
2607
JFrog
FROG
$9.5B
$4.17K ﹤0.01%
88
– –
PBYI icon
2608
Puma Biotechnology
PBYI
$402M
$4.12K ﹤0.01%
775
– –
THS
2609
DELISTED
Treehouse Foods
THS
$4.04K ﹤0.01%
200
-3,474
-95% -$65.9K
NSA
2610
DELISTED
National Storage Affiliates Trust
NSA
$4.02K ﹤0.01%
133
+4
+3% +$125
NOV icon
2611
NOV
NOV
$6.93B
$3.98K ﹤0.01%
300
-1,000
-77% -$12.9K
GENI icon
2612
Genius Sports
GENI
$1.87B
$3.96K ﹤0.01%
320
– –
SONO icon
2613
Sonos
SONO
$1.72B
$3.95K ﹤0.01%
250
– –
SGHT icon
2614
Sight Sciences
SGHT
$286M
$3.95K ﹤0.01%
1,148
– –
MLCO icon
2615
Melco Resorts & Entertainment
MLCO
$2.24B
$3.94K ﹤0.01%
430
-1,050
-71% -$9.6K
JMUB icon
2616
JPMorgan Municipal ETF
JMUB
$8.31B
$3.94K ﹤0.01%
+78
New +$3.88K
BBW icon
2617
Build-A-Bear
BBW
$442M
$3.91K ﹤0.01%
+60
New +$3.54K
AMN icon
2618
AMN Healthcare
AMN
$1.35B
$3.91K ﹤0.01%
202
-20
-9% -$391
ADUS icon
2619
Addus HomeCare
ADUS
$2.18B
$3.89K ﹤0.01%
33
-13
-28% -$1.46K
ALLY icon
2620
Ally Financial
ALLY
$13.2B
$3.88K ﹤0.01%
99
+48
+94% +$1.92K
TME icon
2621
Tencent Music
TME
$15.5B
$3.85K ﹤0.01%
165
-200
-55% -$4.63K
FDT icon
2622
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.27B
$3.84K ﹤0.01%
51
– –
ELP
2623
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$3.83K ﹤0.01%
391
– –
ICFI icon
2624
ICF International
ICFI
$1.46B
$3.81K ﹤0.01%
41
– –
SCHZ icon
2625
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$3.75K ﹤0.01%
160
– –
103 104
105
106 107

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

CIBC Private Wealth Group's Q3 2025 Portfolio in Review

As of Q3 2025, CIBC Private Wealth Group held 3,347 positions worth $58.4B, up 4.3% from $56B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

CIBC Private Wealth Group's Q3 2025 filing shows 284 new, 1,135 increased, 913 reduced and 264 closed positions. Its largest new stake was Cheniere Energy: 135,703 shares worth $7.3M. The largest sale was Cisco, an estimated $314M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 28% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q3 2025 buy was Cheniere Energy: 135,703 shares worth $7.3M.
  • CIBC Private Wealth Group added most to Broadcom in Q3 2025, an estimated $229M increase.
  • CIBC Private Wealth Group's biggest Q3 2025 reduction was Cisco, cutting an estimated $314M.
  • CIBC Private Wealth Group fully exited Sitio Royalties in Q3 2025, selling an estimated $36.4M.
  • CIBC Private Wealth Group's ten largest holdings make up 29% of its $58.4B portfolio in Q3 2025.
  • CIBC Private Wealth Group opened 284 new positions and closed 264 in Q3 2025.
  • CIBC Private Wealth Group's portfolio value rose 4.3% quarter-over-quarter to $58.4B.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.